Position Intelligence
Position Intelligence
Plan before pressure starts. Manage through rules you approved. Review with the full context attached.
Position Intelligence is the core PositionPilot workflow. It helps a trader approve the plan before launch, manage protection, trailing, reductions, exits, and review paths while the market changes, and keep orders, fills, fees, market snapshots, and plan history connected to the same position.
Plan first. Approve the rules. Keep live actions inside the plan.
Approved rules
Asset context
Position history
Position Intelligence
Every action belongs to the approved position plan
Approved position plan
Approved
Plan
Trader approval
Ready
Protect
Market-aware logic
Watching
Reduce
Approved partial exits
Allowed
Review
Snapshot and ledger
Review
Position state
Plan check
Out-of-plan action blocked
Audit trail
Live management
Live plan guard
Live management
Plan check
Position history
Captured context
Market snapshot
Orders / fills
Ledger
Review ready
Timeline
Plan
Protect
Reduce
Review
Comparison
A trading journal records the trade. Position Intelligence manages and preserves the position.
A trading journal usually starts after the action. Position Intelligence starts before execution and keeps the plan, market context, live management and review together.
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A normal exchange knows orders and balances. A journal records what happened after the trade. Position Intelligence treats the position itself as the product workspace: selected market, account context, strategy/playbook reference, trader-approved plan, approved rules, market snapshot, orders, fills, fees, ledger, live management events, audit trail and post-trade review.
Instead of writing down why a trade happened after the fact, the trader approves the position plan first. Later, the review can show the original plan, the executed plan rule, the market context and the evidence behind the outcome.
Position history
diagram
One position holds plan, context, approved rules, execution history, ledger, audit and review.
Position
Position Plan
Approved rules
Position history
Position
The complete lifecycle around a trading idea, not only the order that opened it.
Position Plan
The trader-approved decision tree for one concrete market, account, asset and intent.
Approved rules
The pre-approved actions the system may take later when their stated market conditions are met.
Position history
Snapshots, orders, fills, ledger and plan history preserved around the same position.
Plan-first rules
Plan-first rules
The plan creates guardrails before pressure starts: live actions must belong to the approved plan.
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A system strategy or user playbook can become a concrete position plan. The trader reviews the plan, its decision rules and the conditions under which each action can happen. Once the position is live, the workflow follows approved rules or blocks actions outside the plan.
This does not claim that emotion disappears. It changes the process: the trader approves the plan before market pressure starts, and changes outside the plan require deliberate review and approval.
Strategy to plan
Reusable strategy or playbook logic becomes a specific plan for this position.
Approve before pressure
The trader sees what the plan may do before the position is active.
Out-of-plan actions
Actions outside the approved decision tree are blocked or routed into a deliberate plan-change flow.
Live management
Live position management follows approved rules as the market changes.
Protection, trailing and partial reductions can react to current market context without turning into a new decision under pressure.
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Once a position is active, PositionPilot can watch market context against the trader-approved plan. Approved rules can tighten protection, trail around market structure, reduce part of the position, hold, close or flag an out-of-plan situation.
The boundary is important: the product does not invent a new plan in the moment. Live actions must belong to the approved position plan, or they move into a deliberate plan-change path.
A trader can approve a rule that tightens protection after breakeven is reached, reduces part of the position near a planned liquidity area, or does nothing while the market context has not reached any approved plan condition.
Live plan management
workflow animation
Market context is checked against approved rules for protection, trailing, reduction, hold or review actions.
Market-aware protection
Structure-based trailing
Plan-approved reductions
Out-of-plan boundary
Market-aware protection
Protection can be tied to levels, invalidation, channels or other market structure instead of a fixed percent only.
Structure-based trailing
Trailing can follow plan logic, levels, channels, breakeven rules or profit-floor logic where supported by the plan.
Plan-approved reductions
Partial exits stay connected to the approved rule, remaining position state, ledger and review.
Out-of-plan boundary
Actions outside the approved decision tree are blocked or routed into deliberate review and approval.
Asset bridge
Understand the holding before it becomes a managed Position.
Asset Intelligence gives existing holdings account memory before they enter the Position Intelligence workflow.
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Many PositionPilot users do not start from a clean new trade. They already hold the asset. Asset Intelligence uses Account Memory to explain connected asset history where supported: orders, fills, fees, transfers, estimated breakeven, outcome, data confidence and known data gaps.
Before the trader approves a Position Plan for owned inventory, that asset context can help them decide whether the holding should stay passive, be reviewed, or become a managed Position.
A user already holds SOL. Before creating a managed Position, Asset Intelligence can show reconstructed history, estimated breakeven and data confidence, so the approved plan starts from the asset story instead of a bare exchange balance.
Account Memory
Orders, fills, fees, transfers and balance snapshots reconstructed where supported.
Position readiness
A bridge from passive holding/history into a trader-approved Position Plan.
Trader decision boundary
Asset Intelligence provides workflow context; the decision to launch or change a Position remains with the trader.
Sell-first control
Sell first, buy back later, and keep the position history.
Sell-first spot control helps a holder manage owned inventory without losing the position story.
For crypto you already own, sell-first control lets you sell now and potentially buy back later while keeping asset history, accounting context, attribution, and review inside the same position story. Asset Intelligence can provide the account-history context before the sell-first workflow becomes part of a managed Position. This is not margin shorting or borrowed exposure.
Product principle
Context, plans and product control are centered on the trader's position lifecycle.
Strategies
Strategies turn reusable methods into position plans.
A strategy is a repeatable decision method. A position plan is the concrete tree of approved actions for one market, account, asset and trading intent.
Strategies help traders avoid rebuilding the same decision logic from scratch. A strategy may be system-published, user-defined or part of a partner methodology. When a trader chooses one, it becomes useful only after it is converted into a concrete position plan and approved by the trader.
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A strategy does not execute by itself and does not mean PositionPilot has verified profitability. It gives a starting structure: entry logic, invalidation logic, protection rules, reduction logic, review rules or other decision paths. The trader reviews the resulting plan before the position becomes active.
Review
Review the position with the context that existed at the time.
Review is stronger when it can show the plan and the market state that shaped the decision.
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After the position closes, the review is not limited to entry and exit prices. The trader can inspect plan rules, actions, fills, fees, market snapshots and the context that was available when the position was approved or managed. This makes review more reproducible than screenshots, memory and exchange history alone.
Position replay
ledger replay
Review opens the plan, market snapshot, plan action, order/fill and ledger context in one position history.
Decision-time snapshot
Execution history
Plan review
Decision-time snapshot
The market context available when the plan was approved or a rule was checked.
Execution history
Orders, fills, fees and ledger stay connected to the position.
Plan review
The trader can see which approved rule fired and what condition made it relevant.
See the position workflow in action.
Request a walkthrough to inspect the plan-first mechanics, or join Founding Access if you want early access to the cockpit.